Make your year-end gift online today
Mail your gift to Moses Brown at:
Moses Brown School
Development Office
250 Lloyd Avenue
Providence, RI 02906
A gift of long-term appreciated securities – stock you have owned for more than 12 months – entitles you to a tax deduction for the fair market value at the time of the gift and enables you to avoid capital gains tax. Gifts of short-term appreciated securities – stock you have owned for 12 months or less – entitles you to a tax deduction in the amount of the cost basis. Moses Brown’s preferred method of receiving stocks is via DTC, to our agent at Merrill Lynch. Specific transfer instructions to be shared with your broker are as follows:
Merrill Lynch
DTC # 8862
For credit to: Moses Brown School
Account # 6QV-02053
Please indicate donor’s name, address, and intended use.
Attn: Caryn Coulombe, Registered Senior Client Associate
Merrill Lynch
RI1-537-06-03
One Financial Plaza, 6th Floor
Providence, RI 02903
Phone: 877-343-1982 or direct line 401-278-7010
Fax: 401-369-8811
Email: caryn.hodges@ml.com
Please call the Development and Alumni Relations Office (401-831-7350 x183) – or instruct your broker to call – if you are making a gift of securities.
For wiring instructions, please contact Beth Sousa at bsousa@mosesbrown.org
Learn more and run personalized planned giving illustrations on MB’s Planned Giving website
While many choose to make gifts of cash, there is a wide array of planned gifts that can generate income, provide tax advantages, or mitigate estate costs. To learn about these beneficial ways of supporting MB, contact Perry Buroker at pburoker@mosesbrown.org or 401.831.7350 x289
Matching Gifts: If your employer recognizes the importance of supporting your charitable giving with a matching gift plan, you can double or even triple your gift to Moses Brown. You may obtain information about the matching gift program from your company’s human resources office.
Gifts in Kind: Gifts-in-Kind are given above and beyond cash gifts and come in the form of equipment, instruments, supplies, etc., They often make a special difference in the classroom, to a team or ensemble, or at a school event. In addition to expressions of gratitude, these non-cash gifts earn tax credit and are receipted for the donor’s tax records.
Real Estate: You may give a home, farm, or other real estate to Moses Brown. You will receive an immediate income tax deduction based on the full fair market value of the property – determined by a qualified appraiser – at the time of the gift. You may give a home and retain lifetime occupancy.
Moses Brown School EIN: 05-0258906
